Buckley Investment Group, LLC

Buckley Investment Group, LLC (CRD# 128559) is a financial advisory firm headquartered in Walla Walla, WA. They manage $103,988,748 in 268 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $388,018
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Buckley Investment Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John T. Buckley
CRD#: 1961409
Walla Walla, WA
93
Wealthminder
score

John Buckley (CRD# 1961409) is an Investment Advisor Representative working at Buckley Investment Group, LLC in Walla Walla, WA and has over 27 years of experience in the finance industry.

2
Melissa S. Buckley
CRD#: 5607477
13 1/2 E Main St, Ste 211, Walla Walla, WA 99362
93
Wealthminder
score

Melissa Buckley (CRD# 5607477) is an Investment Advisor Representative working at Buckley Investment Group, LLC in Walla Walla, WA and has over 8 years of experience in the finance industry.

3
Heather M. Schermann
CRD#: 6585322
13 1/2 E Main St, Ste 211, Walla Walla, WA 99362
87
Wealthminder
score

Heather Schermann (CRD# 6585322) is an Investment Advisor Representative working at Buckley Investment Group, LLC in Walla Walla, WA and has 1 year of experience in the finance industry.

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